Public record / Tickers / OXY

OXY — OCCIDENTAL PETROLEUM CORP /DE/

Both disclosure regimes on one name: who in Congress filed about OXY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
91
all PTR rows naming OXY
Members · 12m
2
2 buys · 1 sells · by trade date
Latest PTR
03-09
filed 2026-03-09
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $100K–$250K

Sale · traded 2015-12-22 → filed 2016-01-06. Ranked over every OXY row by the provable lower bound, never a point estimate.

2 members · 2 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

24 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

16 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 16 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING OXY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OXY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 02-10 +27d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 11-12 +33d$1K–$15K
2025-10-28Marjorie Taylor Greene R–GA-14PurchaseTraded 10-24 +4d$1K–$15K
2025-09-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-05 +38d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 91 ↗

Members active in OXY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing OXY in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Marjorie Taylor Greene R–GA-141$1.0K to $15.0K

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · OXY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $804K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · OCCIDENTAL PETE CORP

Merged timeline of congressional filings and notable-manager moves on OXY
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−211,088 sh
2026-05-15Fairfax Financial 13Fexit−6,050,418 sh
2026-05-15Moore Capital Management 13Fexit−150,000 sh
2026-05-14Caxton Associates 13Fnew+12,363 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of OXY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BERKSHIRE HATHAWAY INC$17.2B1
2DODGE & COX$4.8B1
3BlackRock, Inc.$3.4B1
4VANGUARD CAPITAL MANAGEMENT LLC$3.1B1
5STATE STREET CORP$2.8B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$2.4B1
7GEODE CAPITAL MANAGEMENT, LLC$1.3B1
8GQG Partners LLC$1.2B1
9MORGAN STANLEY$713M1
10H&H International Investment, LLC$667M1
11DIMENSIONAL FUND ADVISORS LP$651M1
12AQR CAPITAL MANAGEMENT LLC$567M1
13Invesco Ltd.$492M1
14BANK OF AMERICA CORP /DE/$436M1
15NORTHERN TRUST CORP$422M1
16Bank of New York Mellon Corp$374M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$366M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$317M1
19FMR LLC$286M1
20VANGUARD FIDUCIARY TRUST CO$264M1
21Legal & General Group Plc$252M1
22BARCLAYS PLC$247M1
23SCHARF INVESTMENTS, LLC$233M1
24TWO SIGMA INVESTMENTS, LP$231M1
25Smead Capital Management, Inc.$201M1
26UBS Group AG$198M1
27DEUTSCHE BANK AG\$197M1
28Amundi$194M1
29Point72 Asset Management, L.P.$174M1
30RAYMOND JAMES FINANCIAL INC$161M1
31Nuveen, LLC$149M1
32COOKE & BIELER LP$145M1
33Tidal Investments LLC$145M1
34Swiss National Bank$141M1
35BALYASNY ASSET MANAGEMENT L.P.$134M1
36AMERICAN CENTURY COMPANIES INC$131M1
37MILLENNIUM MANAGEMENT LLC$128M1
38SEI INVESTMENTS CO$113M1
39Sumitomo Mitsui Trust Group, Inc.$110M1
40Mitsubishi UFJ Asset Management Co., Ltd.$107M1
41FIRST TRUST ADVISORS LP$106M1
42Vanguard Global Advisers, LLC$102M1
43CITIGROUP INC$95.8M1
44Himalaya Capital Management LLC$95.3M1
45ROYAL BANK OF CANADA$94.4M1
46VANGUARD ASSET MANAGEMENT, Ltd$88.6M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$84.2M1
48WORLDQUANT MILLENNIUM ADVISORS LLC$79.7M1
49RHUMBLINE ADVISERS$78.8M1
50Holocene Advisors, LP$78.4M1
51HSBC HOLDINGS PLC$76.6M1
52BANK OF MONTREAL /CAN/$76.6M1
53National Pension Service$75.3M1
54Freestone Grove Partners LP$74.7M1
55FRANKLIN RESOURCES INC$73.4M1
56WELLS FARGO & COMPANY/MN$71.7M1
57Tredje AP-fonden$67.8M1
58Gotham Asset Management, LLC$59.8M1
59ENVESTNET ASSET MANAGEMENT INC$55.4M1
60ROYAL LONDON ASSET MANAGEMENT LTD$54.9M1
61PRINCIPAL FINANCIAL GROUP INC$54.3M1
62WELLINGTON MANAGEMENT GROUP LLP$52.7M1
63CITADEL ADVISORS LLC$52.5M1
64Swedbank AB$52.4M1
65Perigon Wealth Management, LLC$52.3M1
66Life Cycle Investment Partners Ltd$47.1M1
67ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$47.0M1
68LPL Financial LLC$46.7M1
69HighTower Advisors, LLC$44.1M1
70Baird Financial Group, Inc.$43.8M1
71AVIVA PLC$41.2M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$41.0M1
73AMERIPRISE FINANCIAL INC$40.6M1
74Sourcerock Group LLC$39.7M1
75NORDEA INVESTMENT MANAGEMENT AB$38.9M1
76Aberdeen Group plc$38.7M1
77Alyeska Investment Group, L.P.$36.4M1
78Mariner, LLC$35.9M1
79TB Alternative Assets Ltd.$33.5M1
80ALLIANCEBERNSTEIN L.P.$32.3M1
81TD ASSET MANAGEMENT INC$31.4M1
82Encompass Capital Advisors LLC$29.3M1
83PACIFIC HEIGHTS ASSET MANAGEMENT LLC$29.3M1
84HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$29.0M1
85MANUFACTURERS LIFE INSURANCE COMPANY, THE$28.9M1
86CANADA PENSION PLAN INVESTMENT BOARD$28.3M1
87CIBC WORLD MARKET INC.$28.0M1
88NATIONAL BANK OF CANADA /FI/$27.9M1
89Philip James Wealth Mangement, LLC$27.5M1
90SUSQUEHANNA INTERNATIONAL GROUP, LLP$27.1M1
91STIFEL FINANCIAL CORP$26.6M1
92Assenagon Asset Management S.A.$25.9M1
93STATE OF WISCONSIN INVESTMENT BOARD$25.9M1
94TCTC Holdings, LLC$24.5M1
95VICTORY CAPITAL MANAGEMENT INC$23.6M1
96Zurcher Kantonalbank (Zurich Cantonalbank)$23.6M1
97Chevy Chase Trust Holdings, LLC$23.1M1
98Quadrature Capital Ltd$22.8M1
99PRUDENTIAL FINANCIAL INC$22.7M1
100Vanguard Investments Australia, Ltd.$22.5M1
101Epoch Investment Partners, Inc.$22.3M1
102Zurich Insurance Group Ltd/FI$22.0M1
103OSAIC HOLDINGS, INC.$21.0M1
104CWM, LLC$21.0M1
105Creative Planning$21.0M1
106D. E. Shaw & Co., Inc.$20.6M1
107Chou Associates Management Inc.$20.3M1
108NEW YORK STATE COMMON RETIREMENT FUND$20.2M1
109Asset Management One Co., Ltd.$20.1M1
110Quantinno Capital Management LP$19.8M1
111Mitsubishi UFJ Trust & Banking Corp$19.7M1
112DnB Asset Management AS$19.0M1
113Wealthfront Advisers LLC$18.8M1
114Aquatic Capital Management LLC$18.8M1
115Universal- Beteiligungs- und Servicegesellschaft mbH$18.7M1
116Varma Mutual Pension Insurance Co$18.5M1
117Parallax Volatility Advisers, L.P.$18.1M1
118ExodusPoint Capital Management, LP$17.8M1
119NOMURA ASSET MANAGEMENT CO LTD$17.7M1
120Rafferty Asset Management, LLC$17.2M1
121IEQ CAPITAL, LLC$17.2M1
122Aventail Capital Group, LP$16.1M1
123State of New Jersey Common Pension Fund D$16.1M1
124SCHWERIN BOYLE CAPITAL MANAGEMENT INC$16.0M1
125NWF Advisory Services Inc.$16.0M1
126Pictet Asset Management Holding SA$15.9M1
127OPPENHEIMER & CO INC$15.8M1
128WEDGE CAPITAL MANAGEMENT L L P/NC$15.8M1
129FARMERS & MERCHANTS INVESTMENTS INC$15.1M1
130Connor, Clark & Lunn Investment Management Ltd.$15.0M1
131Empowered Funds, LLC$15.0M1
132Resona Asset Management Co.,Ltd.$14.7M1
133Cerity Partners LLC$14.3M1
134Daiwa Securities Group Inc.$14.1M1
135QSM Asset Management Ltd$14.0M1
136STOREBRAND ASSET MANAGEMENT AS$13.7M1
137TORONTO DOMINION BANK$13.6M1
138COMMONWEALTH EQUITY SERVICES, LLC$13.6M1
139PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$13.3M1
140PUBLIC SECTOR PENSION INVESTMENT BOARD$13.3M1
141Arizona State Retirement System$13.2M1
142STATE OF MICHIGAN RETIREMENT SYSTEM$13.1M1
143CIBC Bancorp USA Inc.$13.0M1
144Czech National Bank$12.7M1
145Qsemble Capital Management, LP$12.7M1
146Sagefield Capital LP$12.7M1
147Illinois Municipal Retirement Fund$12.4M1
148KLP KAPITALFORVALTNING AS$12.2M1
149Swiss Life Asset Management Ltd$12.1M1
150Ensign Peak Advisors, Inc$11.9M1
151Focus Partners Wealth$11.7M1
152CIBC Asset Management Inc$11.7M1
153Lighthouse Investment Partners, LLC$11.4M1
154Callan Family Office, LLC$11.2M1
155swisspartners Advisors Ltd$11.2M1
156Cetera Investment Advisers$11.1M1
157Quantbot Technologies LP$10.9M1
158MetLife Investment Management, LLC$10.9M1
159COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.9M1
160ADAMS NATURAL RESOURCES FUND, INC.$10.8M1
161LEVEL FOUR ADVISORY SERVICES, LLC$10.8M1
162Korea Investment CORP$10.7M1
163Corient Private Wealth LLC$10.6M1
164FIL Ltd$10.4M1
165APG Asset Management N.V.$10.3M1
166Empyrean Capital Partners, LP$10.1M1
167LMR Partners LLP$10.1M1
168Aldebaran Capital, LLC$10.0M1
169Retirement Systems of Alabama$9.9M1
170Calamos Advisors LLC$9.9M1
171Elgethun Capital Management$9.6M1
172Schonfeld Strategic Advisors LLC$9.6M1
173BNP Paribas Asset Management Holding S.A.$9.5M1
174Trexquant Investment LP$9.5M1
175WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.5M1
176Vontobel Holding Ltd.$9.3M1
177FIFTH THIRD BANCORP$9.3M1
178Woodline Partners LP$9.2M1
179VOYA INVESTMENT MANAGEMENT LLC$9.2M1
180Concorde Financial Corp$9.0M1
181Mirae Asset Global Investments Co., Ltd.$9.0M1
182ProShare Advisors LLC$8.8M1
183BANK OF NOVA SCOTIA$8.7M1
184IFM Investors Pty Ltd$8.6M1
185Mraz, Amerine & Associates, Inc.$8.6M1
186TEACHER RETIREMENT SYSTEM OF TEXAS$8.6M1
187CI INVESTMENTS INC.$8.5M1
188Robeco Institutional Asset Management B.V.$8.4M1
189Quinn Opportunity Partners LLC$8.2M1
190Eurizon Capital SGR S.p.A.$8.1M1
191MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.1M1
192MERCER GLOBAL ADVISORS INC /ADV$8.1M1
193TD Waterhouse Canada Inc.$8.0M1
194Vanguard Personalized Indexing Management, LLC$8.0M1
195MANNING & NAPIER ADVISORS LLC$7.9M1
196XTX Topco Ltd$7.7M1
197Kestra Advisory Services, LLC$7.6M1
198XPONANCE LLC$7.5M1
199FEDERATED HERMES, INC.$7.5M1
200Utah Retirement Systems$7.4M1
201PARUS FINANCE (UK) Ltd$7.3M1
202NISA INVESTMENT ADVISORS, LLC$7.3M1
203NISSAY ASSET MANAGEMENT CORP /JAPAN$7.2M1
204Sumitomo Mitsui DS Asset Management Company, Ltd$7.2M1
205Grand Central Investment Group$7.2M1
206NEOS Investment Management LLC$7.1M1
207Rakuten Investment Management, Inc.$7.1M1
208JACOBS LEVY EQUITY MANAGEMENT, INC$7.1M1
209PDT Partners, LLC$7.1M1
210Brevan Howard Capital Management LP$7.0M1
211BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.6M1
212NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.5M1
213Bleakley Financial Group, LLC$6.5M1
214Poehling Capital Management, INC.$6.4M1
215O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.4M1
216BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6.2M1
217JANE STREET GROUP, LLC$6.2M1
218Bell & Brown Wealth Advisors, LLC$6.0M1
219Linscomb Wealth, Inc.$6.0M1
220READYSTATE ASSET MANAGEMENT LP$5.9M1
221ASHTON THOMAS SECURITIES, LLC$5.8M1
222MACKENZIE FINANCIAL CORP$5.8M1
223ING GROEP NV$5.6M1
224Squarepoint Ops LLC$5.4M1
225Jain Global LLC$5.4M1
226YOUSIF CAPITAL MANAGEMENT, LLC$5.4M1
227OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.4M1
228CREDIT AGRICOLE S A$5.3M1
229Prosperitas Financial LLC$5.3M1
230Janus Henderson Group Ltd.$5.3M1
231CLIFFORD SWAN INVESTMENT COUNSEL LLC$5.2M1
232Greenline Partners, LLC$5.0M1
233Rockefeller Capital Management L.P.$5.0M1
234NOMURA HOLDINGS INC$5.0M1
235MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.0M1
236SCHRODER INVESTMENT MANAGEMENT GROUP$5.0M1
237Pathstone Holdings, LLC$5.0M1
238Lido Advisors, LLC$4.9M1
239AGF MANAGEMENT LTD$4.8M1
240INTECH INVESTMENT MANAGEMENT LLC$4.7M1
241INDEPENDENT FINANCIAL GROUP, LLC$4.7M1
242Inspire Investing, LLC$4.6M1
243UniSuper Management Pty Ltd$4.6M1
244AE Wealth Management LLC$4.5M1
245Southeast Asset Advisors, LLC$4.5M1
246BOCHK Asset Management Ltd$4.4M1
247Federation des caisses Desjardins du Quebec$4.3M1
248Sanctuary Advisors, LLC$4.2M1
249Atria Investments, Inc$4.1M1
250Lincoln Capital LLC$4.1M1
251GUGGENHEIM CAPITAL LLC$3.8M1
252Advisors Asset Management, Inc.$3.7M1
253Moran Wealth Management, LLC$3.7M1
254NewEdge Advisors, LLC$3.7M1
255MIRAE ASSET SECURITIES (USA) INC.$3.6M1
256DDD Partners, LLC$3.6M1
257Volterra Technologies LP$3.5M1
258Private Advisor Group, LLC$3.5M1
259MACQUARIE GROUP LTD$3.5M1
260Investment Management Corp of Ontario$3.4M1
261CoreCommodity Management, LLC$3.4M1
262CASTLEARK MANAGEMENT LLC$3.4M1
263USS Investment Management Ltd$3.4M1
264GLENMEDE TRUST CO NA$3.4M1
265Candriam S.C.A.$3.4M1
266CHOREO, LLC$3.3M1
267US BANCORP \DE\$3.3M1
268Morningstar Investment Management LLC$3.3M1
269Encore Global Management, LP$3.3M1
270PLUSTICK MANAGEMENT LLC$3.3M1
271Steward Partners Investment Advisory, LLC$3.2M1
272AXQ CAPITAL, LP$3.2M1
273Quadrant Private Wealth Management, LLC$3.1M1
274Chemistry Wealth Management LLC$3.0M1
275DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.0M1
276TRUIST FINANCIAL CORP$3.0M1
277Caitong International Asset Management Co., Ltd$3.0M1
278Harvest Portfolios Group Inc.$2.9M1
279MIZUHO SECURITIES USA LLC$2.8M1
280Kennondale Capital Management LLC$2.8M1
281AIGEN INVESTMENT MANAGEMENT, LP$2.8M1
282one8zero8, LLC$2.8M1
283Dana Investment Advisors, Inc.$2.8M1
284Intrinsic Value Partners, LLC$2.8M1
285HARTFORD INVESTMENT MANAGEMENT CO$2.7M1
286Delta Global Management LP$2.7M1
287NORDEN GROUP LLC$2.6M1
288Allworth Financial LP$2.6M1
289Sequoia Financial Advisors, LLC$2.5M1
290CUMBERLAND ADVISORS INC$2.5M1
291Sivia Capital Partners, LLC$2.5M1
292DANSKE BANK A/S$2.5M1
293Metis Global Partners, LLC$2.4M1
294AMG National Trust Bank$2.4M1
295SCHWARTZ INVESTMENT COUNSEL INC$2.4M1
296Vident Advisory, LLC$2.3M1
297Merit Financial Group, LLC$2.3M1
298MGO ONE SEVEN LLC$2.3M1
299HB Wealth Management, LLC$2.3M1
300Maryland State Retirement & Pension System$2.3M1
301Twin Tree Management, LP$2.3M1
302WITTENBERG INVESTMENT MANAGEMENT, INC.$2.3M1
303Private Wealth Partners, LLC$2.2M1
304PROFUND ADVISORS LLC$2.2M1
305PRELUDE CAPITAL MANAGEMENT, LLC$2.2M1
306CWA Asset Management Group, LLC$2.2M1
307Portside Wealth Group, LLC$2.2M1
308Waverly Advisors, LLC$2.2M1
309GREAT VALLEY ADVISOR GROUP, INC.$2.2M1
310Inscription Capital, LLC$2.1M1
311DV Trading LLC$2.1M1
312MML INVESTORS SERVICES, LLC$2.1M1
313SANDERS MORRIS HARRIS LLC$2.1M1
314Slocum, Gordon & Co LLP$2.1M1
315Norinchukin Bank, The$2.1M1
316M&T BANK CORP$2.1M1
317NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1M1
318OMERS ADMINISTRATION Corp$2.1M1
319ArrowMark Colorado Holdings LLC$2.0M1
320MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$2.0M1
321IHT Wealth Management, LLC$2.0M1
322MCDONALD PARTNERS LLC$2.0M1
323Oak Thistle LLC$1.9M1
324SBI Securities Co., Ltd.$1.9M1
325Allspring Global Investments Holdings, LLC$1.9M1
326NATIXIS$1.9M1
327MUFG Securities EMEA plc$1.9M1
328Gradient Investments LLC$1.9M1
329Centiva Capital, LP$1.9M1
330RBF Capital, LLC$1.9M1
331Summit Financial, LLC$1.9M1
332TOKIO MARINE ASSET MANAGEMENT CO LTD$1.8M1
333Koshinski Asset Management, Inc.$1.8M1
334UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.8M1
335Savant Capital, LLC$1.8M1
336Aptus Capital Advisors, LLC$1.8M1
337Saudi Central Bank$1.8M1
338Modern Wealth Management, LLC$1.8M1
339Diversified Trust Co$1.8M1
340INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$1.7M1
341BOOTHBAY FUND MANAGEMENT, LLC$1.7M1
342PKO Investment Management Joint-Stock Co$1.7M1
343Mediolanum International Funds Ltd$1.7M1
344Beacon Pointe Advisors, LLC$1.7M1
345SIGNATUREFD, LLC$1.7M1
346Summit Trail Advisors, LLC$1.7M1
347Orion Porfolio Solutions, LLC$1.6M1
348Banco Santander, S.A.$1.6M1
349BTG Pactual Asset Management US LLC$1.6M1
350DIVERSIFY WEALTH MANAGEMENT, LLC$1.6M1
351TOCQUEVILLE ASSET MANAGEMENT L.P.$1.6M1
352Apollon Wealth Management, LLC$1.6M1
353Palumbo Wealth Management LLC$1.6M1
354Empirical Finance, LLC$1.6M1
355Crossmark Global Holdings, Inc.$1.6M1
356Independent Advisor Alliance$1.6M1
357Sassicaia Capital Advisers LLC$1.6M1
358MAI Capital Management$1.5M1
359New Age Alpha Advisors, LLC$1.5M1
360Sterling Capital Management LLC$1.5M1
361Canada Post Corp Registered Pension Plan$1.5M1
362NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
363U.S. Capital Wealth Advisors, LLC$1.5M1
364QRG CAPITAL MANAGEMENT, INC.$1.5M1
365EP Wealth Advisors, LLC$1.5M1
366WIN ADVISORS, INC$1.5M1
367Pekin Hardy Strauss, Inc.$1.4M1
368Ascent Group, LLC$1.4M1
369Skylands Capital, LLC$1.4M1
370Focus Partners Advisor Solutions, LLC$1.4M1
371Parrish Capital LLC$1.4M1
372Central Pacific Bank - Trust Division$1.4M1
373Intellectus Partners, LLC$1.4M1
374Amova Asset Management Americas, Inc.$1.4M1
375Hardin Capital Partners, LLC$1.4M1
376Prospera Financial Services Inc$1.3M1
377Magnetar Financial LLC$1.3M1
378North Dakota State Investment Board$1.3M1
379Praxis Capital Management LLC$1.3M1
380Moors & Cabot, Inc.$1.3M1
381PINNACLE ASSOCIATES LTD$1.3M1
382Portfolio Design Labs, LLC$1.3M1
383MUFG SECURITIES AMERICAS INC.$1.3M1
384LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.3M1
385Generali Investments Towarzystwo Funduszy Inwestycyjnych$1.3M1
386DRW Securities, LLC$1.3M1
387Institute for Wealth Management, LLC.$1.3M1
388SECURIAN ASSET MANAGEMENT, INC$1.3M1
389Net Worth Advisory Group$1.3M1
390VICTORY FINANCIAL GROUP, LLC$1.3M1
391QUADRANT CAPITAL GROUP LLC$1.2M1
392Baader Bank Aktiengesellschaft$1.2M1
393COMMERCE BANK$1.2M1
394Athena Wealth Management, LLC$1.2M1
395&PARTNERS$1.2M1
396CARRET ASSET MANAGEMENT, LLC$1.2M1
397TT Capital Management LLC$1.2M1
398PURSUE WEALTH PARTNERS LLC$1.2M1
399Rakuten Securities, Inc.$1.2M1
400Camarda Financial Advisors, LLC$1.2M1
401Cresset Asset Management, LLC$1.2M1
402Equitable Holdings, Inc.$1.2M1
403Holowesko Partners Ltd.$1.2M1
404iSAM Funds (UK) Ltd$1.2M1
405Laird Norton Wetherby Trust Company, LLC$1.2M1
406Dai-ichi Life Insurance Company, Ltd$1.1M1
407SummitTX Capital, L.P.$1.1M1
408Hilltop National Bank$1.1M1
409Ethic Inc.$1.1M1
410BRADLEY FOSTER & SARGENT INC/CT$1.1M1
411Pacifica Partners Inc.$1.1M1
412D.A. DAVIDSON & CO.$1.1M1
413Chicago Partners Investment Group LLC$1.1M1
4146th Street Advisors, LLC$1.1M1
415IRON Financial LLC$1.1M1
416ONE PLUS ONE WEALTH MANAGEMENT, LLC$1.0M1
417Headlands Technologies LLC$1.0M1
418AlphaCore Capital LLC$1.0M1
419CHICAGO TRUST Co NA$1.0M1
420EASTERLY INVESTMENT PARTNERS LLC$1.0M1
421Generali Investments CEE, investicni spolecnost, a.s.$1.0M1
422COLDSTREAM CAPITAL MANAGEMENT INC$999K1
423McHugh Group, LLC$990K1
424Wedmont Private Capital$974K1
425Lombard Odier Asset Management (USA) Corp$971K1
426NWAM LLC$970K1
427TOWNSQUARE CAPITAL LLC$951K1
428FIRST MANHATTAN CO. LLC.$948K1
429JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$943K1
430Avior Wealth Management, LLC$931K1
431Belpointe Asset Management LLC$927K1
432Lombard Odier Asset Management (Switzerland) SA$923K1
433ALTA CAPITAL MANAGEMENT LLC/$921K1
434WESTWOOD HOLDINGS GROUP INC$913K1
435Concurrent Investment Advisors, LLC$909K1
436WINTON GROUP Ltd$908K1
437PFG Investments, LLC$895K1
438Addison Capital Co$891K1
439J. Safra Sarasin Holding AG$885K1
440JAMISON PRIVATE WEALTH MANAGEMENT, INC.$881K1
441Mutual Advisors, LLC$872K1
442Fisher Asset Management, LLC$862K1
443MERIDIAN INVESTMENT COUNSEL INC.$859K1
444Modera Wealth Management, LLC$858K1
445Womack Financial LLC$847K1
446TEMA ETFS LLC$842K1
447Stamos Capital Partners, L.P.$841K1
448STEPHENS INC /AR/$840K1
449Badgley Phelps Wealth Managers, LLC$838K1
450CIDEL ASSET MANAGEMENT INC$824K1
451Uniting Wealth Partners, LLC$822K1
452Leonteq Securities AG$821K1
453Cove Private Wealth, LLC$820K1
454Frec Markets, Inc.$816K1
455SAGESPRING WEALTH PARTNERS, LLC$811K1
456OneDigital Investment Advisors LLC$808K1
457CAXTON ASSOCIATES LLP$804K1
458Spartan Wealth Advisory Services LLC$781K1
459CHAPIN DAVIS, INC.$769K1
460WRIGHT INVESTORS SERVICE INC$767K1
461PCM Encore, LLC$764K1
462BROWN ADVISORY INC$764K1
463RFG HOLDINGS, INC.$760K1
464CIM INVESTMENT MANAGEMENT INC$750K1
465MEYER HANDELMAN CO$744K1
466Northstar Group, Inc.$739K1
467Kearns & Associates LLC$739K1
468MATHER GROUP, LLC.$736K1
469EIGHT 31 FINANCIAL, LLC$733K1
470Frank, Rimerman Advisors LLC$728K1
471LEAVELL INVESTMENT MANAGEMENT, INC.$724K1
472Everhart Financial Group, Inc.$721K1
473CITIZENS FINANCIAL GROUP INC/RI$718K1
474GREENLEAF TRUST$714K1
475Clearstead Advisors, LLC$712K1
476Krilogy Financial LLC$711K1
477SPROTT INC.$708K1
478DAVENPORT & Co LLC$707K1
479Next Level Wealth Planning, LLC$703K1
480Bull Harbor Capital LLC$702K1
481Voleon Capital Management LP$697K1
482Gibbs Wealth Management$696K1
483Maven Securities LTD$692K1
484LAZARI CAPITAL MANAGEMENT, INC.$687K1
485SIG BROKERAGE, LP$684K1
486Variant Private Wealth, LLC$679K1
487World Investment Advisors$678K1
488DAYMARK WEALTH PARTNERS, LLC$676K1
489Ausdal Financial Partners, Inc.$675K1
490Balboa Wealth Partners$675K1
491SALEM INVESTMENT COUNSELORS INC$674K1
492Pinnacle Financial Partners, Inc.$673K1
493Tower Research Capital LLC (TRC)$671K1
494HUB Investment Partners, LLC$666K1
495Venture Visionary Partners LLC$663K1
496KEYBANK NATIONAL ASSOCIATION/OH$660K1
497Savvy Advisors, Inc.$659K1
498WADDELL & ASSOCIATES, LLC$652K1
499BOYD WATTERSON ASSET MANAGEMENT LLC/OH$650K1
500Ark Wealth Advisors LLC$642K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on OXY

RETAINED WINDOW · ACTIVE HITS

Zero hits on OXY in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for OXY · financials and macro

Financials — as filed PLANNED

OXY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: OXY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing